Holding Shares to Maintain and Strengthen Business and Strategic Cooperation Relationships
First written in FY2017. 4 of 9 entries say "Advanced", first in FY2019. Latest entry: FY2026.
The whole theme swung hardest in 2019: 17 of 136 companies on the "Worse" side.
- FY2026Reduction and additional acquisition of strategically held shares coexistedAnnual report
「In December 2025, the Bank additionally acquired shares of Daito Bank, which has the same operating base as the Bank, to enhance regional sustainability. This increased the carrying amount, while the number of strategically held share issues was reduced by 3.」
Strategically held listed shares were reduced from 39 to 36 issues, while the carrying amount increased because of the additional acquisition of Daito Bank shares, bringing the ratio to consolidated net assets to 21.9%. - 2026-05-27WorsenedGeneral Meetings of Shareholders
「In fiscal 2025, the ratio of policy-held shares to consolidated net assets rose year on year to 21.9% as share prices increased across the market. However, by steadily reducing policy-held shares in line with our basic policy, we will pursue the TX PLAN 2030 target of reducing the ratio of policy-held shares to consolidated net assets to below 10%.」
政策保有株式の連結純資産比率は、10％未満の目標に対し21.9％へ上昇したと記載された。 - FY2024RaisedAnnual report
「At the end of fiscal 2022, the Bank held 65 listed shares for strategic purposes. However, the number of issues declined to 57 at the end of fiscal 2023 because the Bank responded to requests from investee companies to sell shares. As of 31 March 2024, strategically held shares represented approximately 17.8% of consolidated net assets based on their balance-sheet carrying amount. The Bank aims to reduce this ratio to below 10% during the plan period of the long-term management plan “TX PLAN 2030” (April 2024 to March 2030).」
Strategically held listed shares declined from 65 to 57 issues, and the ratio to consolidated net assets was 17.8%. The Bank newly established a numerical target of less than 10% during the TX PLAN 2030 period. - FY2023-Q2AdvancedAnnual report
「While redeeming investment trusts with little prospect of recovery and unwinding cross-shareholdings of strategically held shares, we increased our holdings of government bonds, local government bonds and corporate bonds. As a result, securities increased by ¥18.0 billion from the end of the previous fiscal year to ¥540.3 billion.」
The filing describes concrete progress in unwinding cross-shareholdings and reviewing the securities portfolio, including held shares. - FY2021AdvancedAnnual report
「At a Board of Directors meeting held on 11 June 2021, all listed shares were individually reviewed based on the end-March 2021 position, and the Bank confirmed that approximately 98% met the economic-rationality criteria.」
The Bank continued reviewing all strategically held shares, and the proportion meeting the economic-rationality criteria increased from approximately 97% to approximately 98%. The Bank held 75 listed shares and 114 unlisted shares. - FY2020AdvancedAnnual report
「At a Board of Directors meeting held on 5 June 2020, all listed shares were individually reviewed based on the end-March 2020 position, and the Bank confirmed that approximately 97% met the economic-rationality criteria.」
Verification of strategically held shares using RORA, ROE and cost of capital continued, and the proportion meeting the economic-rationality criteria increased from approximately 95% to approximately 97%. - FY2019AdvancedAnnual report
「For all listed shares held for strategic purposes, the Bank verifies the significance of holding them and their economic rationality each year, and the Board of Directors resolves whether each investment should continue to be held based on the results of the verification.」
The Bank began using RORA, ROE and cost of capital to verify strategically held shares and disclosed that approximately 95% of listed shares met the economic-rationality criteria. - FY2018Number of issues and balance increasedAnnual report
「Number of issues: 218 Total balance-sheet carrying amount: ¥48,812 million」
Investment shares other than those held for pure investment purposes increased from 213 issues and ¥47,411 million in the previous fiscal year to 218 issues and ¥48,812 million. - FY2017First statedAnnual report
「Maintaining and strengthening comprehensive business relationships as a regional financial institution」
The Bank held 213 investment-share issues other than those held for pure investment purposes, with a total balance-sheet carrying amount of ¥47,411 million. The purpose was to maintain and strengthen business relationships with regional companies and strategic cooperation with financial institutions.